Mansueto Joseph D's Form 4 filing
Morningstar, Inc. (MORN) · filed Mar 17, 2025
- Accession no.
- 0001289419-25-000060
- Filed
- Mar 17, 2025
- Trade date
- Mar 13-14, 2025
- Filing delay
- 4 days
- Rule 10b5-1 plan
- Checked
This filing lists 7 non-derivative transactions. Open-market sales total $392.7K. It was filed 4 days after the trade.
Reporting owners
A Form 4 can have several reporting owners, such as a person and a fund they control. Trade tables show the first one.
| Owner | Relationship to the company |
|---|---|
| Mansueto Joseph DCIK 0001324069 | Director, Officer (Executive Chairman), 10% Owner |
Non-derivative securities (Table I)
Acquisitions and disposals of common stock and similar shares, one row per line on the filing.
| Trade date | Security | Transaction | Shares | Price | Value | Shares after | Ownership | Flags |
|---|---|---|---|---|---|---|---|---|
| Mar 13, 2025 | Common Stock | SSaleDisposed | −2 | $287.10 | −$574.2 | 10,029,206 | Direct | |
| Mar 14, 2025 | Common Stock | SSaleDisposed | −20 | $282.00 | −$5,640 | 10,029,186 | Direct | |
| Mar 14, 2025 | Common Stock | SSaleDisposed | −59 | $283.22F2 | −$16,709.98 | 10,029,127 | Direct | |
| Mar 14, 2025 | Common Stock | SSaleDisposed | −263 | $284.84F3 | −$74,912.92 | 10,028,864 | Direct | |
| Mar 14, 2025 | Common Stock | SSaleDisposed | −183 | $285.91F4 | −$52,321.53 | 10,028,681 | Direct | |
| Mar 14, 2025 | Common Stock | SSaleDisposed | −788 | $286.96F5 | −$226,124.48 | 10,027,893 | Direct | |
| Mar 14, 2025 | Common Stock | SSaleDisposed | −57 | $287.47F6 | −$16,385.79 | 10,027,836 | Direct |
Footnotes and remarks
Livermore keeps the footnotes that transaction prices refer to, all footnotes of amendments (Form 4/A) and the filing's remarks. Other footnotes, such as how indirect holdings are held or the details of a trading plan, are only in the original on SEC EDGAR.
- F2
The transaction was executed in multiple trades at prices ranging from $283.1200 to $283.9650. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.
Referenced by the price of 1 transaction in Table I.
- F3
The transaction was executed in multiple trades at prices ranging from $284.3200 to $285.3000. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.
Referenced by the price of 1 transaction in Table I.
- F4
The transaction was executed in multiple trades at prices ranging from $285.3600 to $286.2750. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.
Referenced by the price of 1 transaction in Table I.
- F5
The transaction was executed in multiple trades at prices ranging from $286.4000 to $287.3900. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.
Referenced by the price of 1 transaction in Table I.
- F6
The transaction was executed in multiple trades at prices ranging from $287.4500 to $287.4900. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.
Referenced by the price of 1 transaction in Table I.